Filed December 3, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $1,059,812 |
Filed as: FIDELITY INSTL ASSET MGT LLC Service code 28 · EIN 20-1733361 | Investment Management | $491,800 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $312,606 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INV MGT AMERICA, IN Service code 28 · EIN 20-8058531 | Investment Management | $282,228 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $257,125 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $249,154 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $233,495 |
AMERICAN FUNDS1 year Filed as: CAPITAL INTERNATIONAL, INC. Service code 28 · EIN 95-4154361 | Investment Management | $145,212 |
FISHER & PHILLIPS2 years Filed as: FISHER & PHILLIPS LLP Service code 29 · EIN 58-0619559 | Legal | $132,183 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $91,206 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 1.58% | 9.45%-7.9pp | 5.04%-3.5pp | 7.65%-6.1pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,454-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |